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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,670 | $169,336-50.6% | $129,384-35.3% | $145,884-42.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.26% | 14408.70%-14394.4pp | 9461.77%-9447.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,755 | $5,540-68.3% | $4,153-57.7% | $4,662-62.4% |
| Participant deferral / active EE | $3,023 | $4,985-39.4% | $4,166-27.4% | $6,690-54.8% |
| Admin fee / account holder | $2,655 | $9,912-73.2% | $7,686-65.5% | $13,392-80.2% |